Samir Kaul from Khosla Ventures discusses investing across cycles, market insanity pre-2022, and building a firm. They talk about their focus on technology-heavy investments, capital abundance, the potential of the AI super cycle, and non-consensus decision making in venture capital. They reflect on their quarter-century career and share advice on focusing on high-growth companies.

Investors Rob Biederman, Samir Kaul, and Lior Susan discuss situations where they decided not to invest, why they passed, and how it played out. They reflect on missed opportunities, emphasizing the value of being open to being proven wrong and maintaining relationships with founders.

On this special segment of The Full Ratchet, the following Investors are featured: Jason Wilk Lior Susan Samir Kaul Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.